+316.8%
SOXL vs ACHR
-45.0%
+361.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.4% | +2.8% | +4.0% |
| 7D | +3.9% | -2.3% | +6.1% | +5.1% |
| 30D | -14.3% | -11.3% | -3.0% | -9.3% |
| 3M | -45.6% | +5.3% | -50.9% | -47.8% |
| 6M | +117.2% | -13.2% | +130.4% | +139.5% |
| YTD | +189.8% | -25.8% | +215.6% | +244.9% |
| 1Y | +317.7% | -34.3% | +352.0% | +422.9% |
| 3Y | +478.6% | -19.9% | +498.6% | +464.3% |
| 5Y | +169.5% | -42.7% | +212.2% | +113.7% |
| All | +316.8% | -45.0% | +361.9% | +214.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ACHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling